Seeking Alpha
Value, growth, long-term horizon, medium-term horizon
Profile| Send Message| ()  

Institutional investors such as hedge fund managers and mutual fund managers publicly report the stocks they buy and sell. This can be very useful information to other investors looking for investment ideas. These “smart money” investors have access to sophisticated research and have a lot of experience, so when they believe in a company, it’s a signal to take a second look.

We ran a screen on dividend stocks rallying above their 20-day, 50-day, and 200-day moving averages for those with significant net institutional buying over the current quarter.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.‬

We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month.

(Click chat for more detail)



Do you think these stocks will continue to rally? Use this list as a starting-off point for your own analysis.

List sorted by net institutional shares purchased as a percent of share float.

1. Enterprise Financial Services Corp. (EFSC): Operates as the holding company for Enterprise Bank & Trust that provides banking and wealth management services to individuals and business customers located in the United States. Market cap of $269.47M. Dividend yield at 1.38%, payout ratio at 11.21%. The stock is currently trading at 0.63% above its 20-Day SMA, 7.95% above its 50-Day SMA, and 14.33% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 1.6M, which is 12.67% of the company's 12.63M share float. It's been a rough couple of days for the stock, losing 5.12% over the last week.

2. Motorola Solutions, Inc. (MSI): Provides business and mission critical communication products and services for enterprise and government customers worldwide. Market cap of $14.66B. Dividend yield at 1.95%, payout ratio at 9.30%. The stock is currently trading at 1.30% above its 20-Day SMA, 5.61% above its 50-Day SMA, and 7.06% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 32.4M, which is 12.37% of the company's 261.88M share float. The stock has gained 36.45% over the last year.

3. Wausau Paper Corp. (WPP): Manufactures, converts, and sells paper and paper products in the United States and internationally. Market cap of $383.60M. Dividend yield at 1.54%, payout ratio at 26.53%. The stock is currently trading at 4.30% above its 20-Day SMA, 14.30% above its 50-Day SMA, and 13.78% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 4.5M, which is 10.72% of the company's 41.96M share float. The stock is a short squeeze candidate, with a short float at 7.75% (equivalent to 8.92 days of average volume). The stock has lost 4.65% over the last year.

4. Cass Information Systems Inc. (CASS): Provides payment and information processing services to large manufacturing, distribution, and retail enterprises in the United States. Market cap of $353.82M. Dividend yield at 1.66%, payout ratio at 26.36%. The stock is currently trading at 0.04% above its 20-Day SMA, 7.99% above its 50-Day SMA, and 4.31% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 725.9K, which is 9.48% of the company's 7.66M share float. It's been a rough couple of days for the stock, losing 7.56% over the last week.

5. Lithia Motors Inc. (LAD): Operates as an automotive franchisee and retailer of new and used vehicles. Market cap of $509.59M. Dividend yield at 1.42%, payout ratio at 18.56%. The stock is currently trading at 4.66% above its 20-Day SMA, 18.69% above its 50-Day SMA, and 23.84% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 1.9M, which is 8.89% of the company's 21.38M share float. The stock is a short squeeze candidate, with a short float at 15.75% (equivalent to 7.26 days of average volume). It's been a rough couple of days for the stock, losing 6.11% over the last week.

6. CLARCOR Inc. (CLC): Provides filtration products, filtration systems and services, and consumer and industrial packaging products worldwide. Market cap of $2.37B. Dividend yield at 1.02%, payout ratio at 26.90%. The stock is currently trading at 2.92% above its 20-Day SMA, 8.09% above its 50-Day SMA, and 10.48% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 3.7M, which is 7.51% of the company's 49.30M share float. The stock has gained 15.35% over the last year.

7. Universal Corp. (UVV): Operates as a leaf tobacco merchant and processor worldwide. Market cap of $1.04B. Dividend yield at 4.30%, payout ratio at 33.93%. The stock is currently trading at 6.63% above its 20-Day SMA, 12.51% above its 50-Day SMA, and 13.70% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 1.6M, which is 7.01% of the company's 22.82M share float. The stock is a short squeeze candidate, with a short float at 15.19% (equivalent to 12.71 days of average volume). The stock has had a good month, gaining 13.81%.

8. Seagate Technology PLC (STX): Designs, manufactures, markets, and sells hard disk drives for the enterprise, client compute, and client non-compute market applications in the United States and internationally. Market cap of $7.35B. Dividend yield at 4.11%, payout ratio at 30.28%. The stock is currently trading at 16.22% above its 20-Day SMA, 41.06% above its 50-Day SMA, and 28.69% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 27.2M, which is 6.95% of the company's 391.47M share float. This is a risky stock that is significantly more volatile than the overall market (beta = 2.18). The stock has had a good month, gaining 58.18%.

9. Kaman Corporation (KAMN): Operates in the aerospace and industrial distribution markets. Market cap of $851.30M. Dividend yield at 1.97%, payout ratio at 28.11%. The stock is currently trading at 2.60% above its 20-Day SMA, 7.99% above its 50-Day SMA, and 0.86% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 1.8M, which is 6.94% of the company's 25.94M share float. The stock is a short squeeze candidate, with a short float at 6.18% (equivalent to 8.41 days of average volume). The stock has gained 15.83% over the last year.

10. Alterra Capital Holdings Limited (ALTE): Provides specialty insurance and reinsurance products to corporations, public entities, and property and casualty insurers principally in Bermuda, Ireland, the United States, and the United Kingdom. Market cap of $2.41B. Dividend yield at 2.46%, payout ratio at 47.39%. The stock is currently trading at 6.24% above its 20-Day SMA, 14.27% above its 50-Day SMA, and 9.87% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 5.2M, which is 6.64% of the company's 78.29M share float. The stock has had a good month, gaining 13.55%.

11. Umpqua Holdings Corporation (UMPQ): Operates as the bank holding company for Umpqua Bank that provides commercial and retail banking services to corporate, institutional, and individual customers primarily in the areas of Oregon, northern California, and Washington. Market cap of $1.37B. Dividend yield at 2.34%, payout ratio at 41.32%. The stock is currently trading at 9.58% above its 20-Day SMA, 22.46% above its 50-Day SMA, and 13.56% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 6.8M, which is 6.0% of the company's 113.34M share float. The stock is a short squeeze candidate, with a short float at 8.09% (equivalent to 7.42 days of average volume). The stock has had a good month, gaining 17.58%.

12. DDI Corp. (DDIC): Provides printed circuit board (PCB) engineering and manufacturing services primarily in North America. Market cap of $178.90M. Dividend yield at 4.55%, payout ratio at 41.49%. The stock is currently trading at 0.11% above its 20-Day SMA, 10.78% above its 50-Day SMA, and 0.59% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 769.0K, which is 5.63% of the company's 13.66M share float. The stock has lost 16.27% over the last year.

13. Accenture plc (ACN): Operates as a management consulting, technology services, and outsourcing company. Market cap of $40.01B. Dividend yield at 2.37%, payout ratio at 28.26%. The stock is currently trading at 0.70% above its 20-Day SMA, 6.93% above its 50-Day SMA, and 7.72% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 35.2M, which is 5.52% of the company's 637.93M share float. The stock has gained 31.46% over the last year.

14. Aircastle LTD (AYR): Engages in the acquisition, lease, and sale of high-utility commercial jet aircraft to passenger and cargo airlines worldwide. Market cap of $895.29M. Dividend yield at 5.10%, payout ratio at 35.40%. The stock is currently trading at 2.80% above its 20-Day SMA, 10.89% above its 50-Day SMA, and 4.58% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 3.0M, which is 5.36% of the company's 56.02M share float. This is a risky stock that is significantly more volatile than the overall market (beta = 2.28). The stock has had a good month, gaining 12.95%.

15. JMP Group Inc. (JMP): Operates as an investment banking, asset management, and corporate credit management company in the United States. Market cap of $146.70M. Dividend yield at 1.80%, payout ratio at 30.33%. The stock is currently trading at 5.83% above its 20-Day SMA, 10.74% above its 50-Day SMA, and 1.23% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 754.0K, which is 4.94% of the company's 15.26M share float. It's been a rough couple of days for the stock, losing 7.12% over the last week.

16. Carlisle Companies Inc. (CSL): Manufactures construction materials in the United States and internationally. Market cap of $2.63B. Dividend yield at 1.69%, payout ratio at 26.33%. The stock is currently trading at 5.93% above its 20-Day SMA, 16.06% above its 50-Day SMA, and 3.09% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 2.9M, which is 4.83% of the company's 60.09M share float. The stock has had a good month, gaining 11.63%.

17. Kennametal Inc. (KMT): Manufactures and supplies tooling, engineered components, and advanced materials consumed in production processes worldwide. Market cap of $3.11B. Dividend yield at 1.46%, payout ratio at 14.60%. The stock is currently trading at 3.40% above its 20-Day SMA, 10.94% above its 50-Day SMA, and 3.44% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 3.8M, which is 4.74% of the company's 80.16M share float. It's been a rough couple of days for the stock, losing 5.37% over the last week.

18. Oxford Industries Inc. (OXM): Engages in designing, sourcing, and marketing apparel products primarily in the United States and the United Kingdom. Market cap of $657.62M. Dividend yield at 1.30%, payout ratio at 33.11%. The stock is currently trading at 5.88% above its 20-Day SMA, 7.97% above its 50-Day SMA, and 22.80% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 632.8K, which is 4.58% of the company's 13.82M share float. This is a risky stock that is significantly more volatile than the overall market (beta = 2.19). The stock is a short squeeze candidate, with a short float at 10.48% (equivalent to 6.14 days of average volume). The stock has gained 78.59% over the last year.

19. Broadridge Financial Solutions Inc. (BR): Provides technology-based solutions to the financial services industry in the United States, Canada, and the United Kingdom. Market cap of $2.71B. Dividend yield at 2.94%, payout ratio at 43.04%. The stock is currently trading at 0.91% above its 20-Day SMA, 5.01% above its 50-Day SMA, and 0.66% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 5.2M, which is 4.22% of the company's 123.25M share float. The stock has gained 4.36% over the last year.

20. Tiffany & Co. (TIF): Engages in the design, manufacture, and retail of fine jewelry worldwide. Market cap of $9.56B. Dividend yield at 1.54%, payout ratio at 32.49%. The stock is currently trading at 1.32% above its 20-Day SMA, 6.85% above its 50-Day SMA, and 11.42% above its 200-Day SMA. Net institutional shares purchased over the current quarter at 5.0M, which is 4.13% of the company's 121.15M share float. The stock has gained 33.84% over the last year.

*Data from 11/11. Institutional data sourced from Fidelity, all other data sourced from Finviz.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: 20 Rallying Dividend Stocks With Smart Money Buying Interest